Customer loyalty cards

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  • Updated 3 years ago
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  • (Edited)
How to create customer loyalty cards

I have purchased 1000 prepaid with my business details on them for customer loyalty program.
How do I set it up in premier or pos so that when a customer makes a purchase I can scan there card and purchase or loyalty points will be added
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Renai Gardner

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Posted 4 years ago

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Chris McGregor, Alum

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Hey,

If you want to use a scanner then you will need to be able to print barcodes onto your customer loyalty cards. Once you have found a way to print a number on such as 123456 you will need to have a prefix of % so the number will look like %123456 and if your scanning into pos using the preprogrammed scanner then if you test on win notepad it will look like ~%123456

Good luck and happy pos-ing

Chris
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Kevin Russell, Accredited Partner

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You can get a free barcode font called IDAutomation to generate printed barcodes
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Reckon FAQs, Employee

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Hi Renai,

A guide on using Loyalty Cards, including pre-printed ones, see the KB How to create a Customer Loyalty Card.

regards,
John
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Renai Gardner

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Thanks everyone
My cards I have brought already have barcodes on them so I am guessing now I will have to print barcode stickers to replace the ones on card so they have ~% in front of number. I wish the guy who did them knew that when he said they work with quickbooks
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Chris McGregor, Alum

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They may very well work with that product, after all they will work with Reckon Accounts just not POS as it as a full blown Reckon product and not affiliated with Intuit.

Also remember that you only need the % symbol in front as the barcode scanner its self puts the ~ , so all the cards need to be printed as %123456 and only once there scanned with a barcode scanner for POS will it read as ~%123456.
Probably best to ask for a sample pair before running the whole batch again and save some money while your getting it dialed into what you need :)

Good luck again :) oh also may be worth giving Kevin's suggestion of the free barcode don't a shot, then once you have a working model give that to your printers to replicate.

Happy POSing and remain POSitive he he I couldn't help it

Chris
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Kevin Russell, Accredited Partner

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Renai Quickbooks or Intuit is a different piece of software altogether than Reckon in AustralIa as Chris has pointed out its very easy to program the header record to the bar code scanner to account for the percent sign. You do need a Pos specialist I recommend checking the Reckon website for one in your area. I'm in Geelong. Kevin t : 0407744914
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Renai Gardner

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Thank you for all your help. I have added the % to barcodes but still when I scan I get CUSTOMER NIT FOUND. THE SELECTED CUSTOMER WAS NOT FOUND IN LIST. i have put in customer details in quickbooks and transferred across in pos administrator. These cards are going to be the death of me lol
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Chris McGregor, Alum

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Hi Renai,
In you open pos terminal and select the customer number button and select a customer that has a barcode, how does the barcode look, does it say "123456" or "%123456" it should be shown as the former otherwise pod will be looking for "%%123456" to come from the scanner.

On that note, have you scanned one of your barcode into windows notepad to confirm the result of "~%123456" ?

Regards,
Chris
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Chris McGregor, Alum

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PS: As the accounting software backend is no longer Quickbooks and is now Reckon Accounts or RA for short, could you please try to use the correct product name as people using google search to find help with their products may get confused or not find this thread at all :)
especially considering there is still an accounting software called "QuickBooks" that's is available but does not work with Reckon retail Point of sale :)

I know I sound like a fuss pot but we're all here together to help everyone.

Regards,
Chris
Thanks Everyone for help.
Still no luck With Reckon Accountants Edition and Reckon Retail Point Of Sale. I have created myself as a customer and filled in all details in Reckon Accountants Edition, Reckon Retail Point Of Sale and Reckon Administration. My barcode looks like ~%0248 but when i go it customer number and scan the barcode it comes up with first customer in list ALWAYS. what have i done wrong ?
Still searching for HELP
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Andrew

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Still going?

Can you open notepad and then scan a loyalty card.

Is should look like this

~%0248

So drop the ~ and drop the % to give you the customer number ie 0248

If you have ZERO at the start, do you have the same zero on the customer setup in RA (reckon accounts)?

So in this example your customer number in RA should be 0248

Can you post some examples of your loyalty card numbers?
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Shane, Employee

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Hi, does each customer have a different barcode number entered?  And what is the format its in when viewing it in the customers card in Reckon Accounts?  And what is the format when you scan the barcode into Notepad?

I have tested this using the barcodes you can create in POS Admin by following this guide: http://kb.reckon.com.au//issue_view.asp?ID=3564 and it worked for me.  But I am unable to test it with pre-printed bar codes as I don't have any.

Regards,
Shane.
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Chris McGregor, Alum

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Hey Renai,

I know your asking for help but this community thing all works a little better if you reply to people a little faster as at least there on topic and we don't get distracted with something else while we wait. You'll find that people like Andrew and Kevin and I are on here at all kinds of stupid hours so you shouldn't need to wait too long for a response.

Andrew has a great point, just open windows notepad(like ms word but without any fancy formatting that can trick us) and scan in a customer car 3 times in a row. Then take a screen shot of that and upload it here so we can have a look and see what's going wrong and how to help.

If you only have an hour or so to look at it then I say give support a call and they should be able to get you squared away in one phone call or photocopy or scan a couple of the barcodes your using and email them to Shane and his team for testing.

Chris
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Chris McGregor, Alum

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PS: I found this the other day and may help those who haven't had to take a screen shot before

http://www.take-a-screenshot.org
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Andrew

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Yep... some days I seem to be around day and night! :)
When i scan into notepad i get this
~%0248
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Andrew

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Well thats a good start... Its scanning in the correct format. Now as per my other question, what do you have in Reckon Accounts?

Check under the Customer, then Additional Info tab, do you have the barcode number there as 0248? I just checked on mine and 0428 is treated different to 428, so if you have a 0428, then you need 0428 in RA.

You can check/assign the barcode from the POS client too, Click on Customer Account button, highlight the customer in question, click the EDIT button. 

You will see a field saying 'barcode' this is the customer loyalty barcode. It should only be the NUMBER only, ie 0248

BUT your barcodes that you get printed need to be %0428. The % tells the POS client its a customer, not a item.

oh and last of all, each customer needs a unique customer barcode number. Just thought I would toss this out there in case it wasn't clear!
(Edited)
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Andrew

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and.... Any updates CasinoToys?
Sorry i have been away. No updates it must be just me that is doing it wrong. I have printed of this conversation to pass onto my computer person to see if they can do it.
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Andrew

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let us know how you get on.
Thanks for your help. Still no good so i give up. Just going to buy another program
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Andrew

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Oh well, we tried to get it going, but without seeing whats happening, can't really help you much more.

Best of luck with the next POS product. Let us know what you jump ship to!

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